Overview
NREL settings let you restrict financing options when a proposal uses the NREL design source.
Why this matters first: You stop invalid lender combinations before they create failed deals or rework.
Prerequisites
Admin settings access
Clear lender restriction policy
Team communication plan for sales reps
Step-by-Step Instructions
Open your profile menu and click Settings.
In NREL Settings, click Edit.
Toggle lender restrictions for lenders that should not allow NREL-based designs.
Click Update.
Pro Tips
💡 Share a quick “allowed lender matrix” with sales so they know what combinations are permitted.
⚠️ Re-test after lender policy changes to avoid stale restrictions.
Real-World Example
A finance partner changed underwriting policy and no longer allowed NREL-based submissions. Ops toggled restrictions in NREL Settings, and reps immediately stopped selecting invalid financing options.
Troubleshooting / FAQ
Question | Answer  |
Reps still select restricted lender | Confirm settings were saved and users refreshed their session. |
Too many proposals blocked  | Review toggles and remove unintended lender restrictions. |
Error message confusion | Add internal SOP notes explaining why that lender is blocked with NREL.  |
Change Log Summary
Change | Details |
Original Title | How To Manage Nrel Settings |
New Title | Manage NREL Settings to Block Invalid Lender + Design Combinations |
Key Updates | Clarified policy intent, simplified 4-step process, integrated screenshots, added operational FAQ |